Pathway Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pathway Financial Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Buy	3,321 +104	+3%	+$7.63K	0.03%	122
2026 Q1	$219K	Buy	3,217 +1	+0%	+$69	0.03%	130
2025 Q4	$221K	Sell	3,216 -407	-11%	-$26.7K	0.03%	139
2025 Q3	$236K	Sell	3,623 -119	-3%	-$7.65K	0.03%	132
2025 Q2	$232K	Sell	3,742 -96	-3%	-$5.63K	0.03%	120
2025 Q1	$224K	Buy	+3,838	New	+$238K	0.04%	153
2020 Q2	–	Sell	-11,925	Closed	-$318K	–	101
2020 Q1	$318K	Sell	11,925 -540	-4%	-$20.1K	0.11%	61
2019 Q4	$518K	Hold	12,465	–	–	0.15%	58
2019 Q3	$498K	Hold	12,465	–	–	0.14%	54
2019 Q2	$484K	Hold	12,465	–	–	0.14%	56
2019 Q1	$472K	Buy	12,465 +510	+4%	+$18.8K	0.15%	56
2018 Q4	$397K	Hold	11,955	–	–	0.22%	60
2018 Q3	$413K	Buy	11,955 +2,205	+23%	+$88.6K	0.23%	59
2018 Q2	$380K	Hold	9,750	–	–	0.22%	52
2018 Q1	$366K	Hold	9,750	–	–	0.21%	56
2017 Q4	$370K	Buy	+9,750	New	+$361K	0.21%	55

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pathway Financial Advisors's IJH Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, buying an estimated $7.63K and bringing the position to 3,321 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #122.

Pathway Financial Advisors first reported a position in IJH in Q4 2017 and has held it in 16 quarters since. The position peaked at $518K in Q4 2019. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Pathway Financial Advisors held 3,321 shares of iShares Core S&P Mid-Cap ETF worth $253K as of Q2 2026.
Pathway Financial Advisors bought 104 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.63K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Pathway Financial Advisors's portfolio in Q2 2026, its #122 holding.
Pathway Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Pathway Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $518K in Q4 2019.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.